Invoicing Advanced is the operational core of a Client Dashboard. Every expense invoice, sales invoice, other entry, and manufacturing journal that Finac has processed for a client — whether uploaded directly or extracted automatically from a bank statement — is organized here into searchable, sortable lists. This article covers how the module is laid out, how to read an invoice list, and how to pull up the full profile of any customer or supplier.

On this page

The four tabs of Invoicing Advanced

Reading the invoice list

Viewing a party's full profile

Understanding invoice status

Actions available on each invoice

The four tabs of Invoicing Advanced

Open Invoicing Advanced from any Client Dashboard to land on the Expense Invoices tab by default. Four tabs run across the top of the screen, each holding a different category of financial document:

• Expense Invoices — bills and invoices received from vendors and suppliers.
• Sales Invoices — invoices issued to the client's own customers for goods or services sold.
• Other Entries — miscellaneous accounting entries that don't fall under expense or sales invoices.
• Manufacturing Journal — production and manufacturing-related journal entries, for clients with manufacturing operations.

The Expense Invoices tab, showing 179 processed entries for a client.

Note: Invoices reach these lists two ways: uploaded directly as individual bills, or extracted automatically when a bank statement is processed. Either way, Finac reads the document and populates the fields below without manual re-entry.

Reading the invoice list

Each row in an invoice list represents one document.

Use the search bar to find an invoice by name or number, the filter icon to narrow the list by date range or status, the sort icon to reorder columns, and the download icon to export the current view.

Viewing a party's full profile

Click the info icon next to any vendor or customer name to open their full profile in a pop-up, without leaving the invoice list. The profile has three sections:

A vendor's full profile — business, contact, and bank details in one view.

Note: Fields show N/A when Finac hasn't yet captured that detail for a party — for example, from a bank statement transaction that doesn't include GST or bank information.

Understanding invoice status

Actions available on each invoice

The icons on the right of each row let you work with an invoice without opening a separate page:

• Edit — correct or update any field Finac extracted.
• History — see a timeline of changes made to this invoice.
• Comment — add a note or flag something for a teammate.
• Attach — add an additional document to this entry.

The + Other button above the list is also where you'll find Upload Bank Statement.

Can I move an invoice from one tab to another — say, from Expense to Sales?

Use the Edit action on the invoice to correct its classification. Finac's extraction is accurate in the large majority of cases, but any entry can be corrected by hand.

Does editing an invoice affect the reports and tax forms already generated from it?

Yes — Finac's reports and compliance forms are generated live from the underlying invoice data, so a correction here is reflected the next time you view or regenerate a report.

Related Articles

• Getting Started with Finac
• Uploading Bank Statements & Bills
• Understanding Your Reports